13F HOLDINGS REPORT
Avalon Global Asset Management LLC
Quarter ended Q1 2023 · Filed February 13, 2023 · Accession 0001314273-23-000002
Total Value
$159,157
Positions
25
Other Managers
0
Confidential Omitted
No
Holdings (25)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | APPLE INC | AAPL | 85,520 | $11,112 | 6.98% |
| 2 | PALO ALTO NETWORKS INC | PANW | 78,990 | $11,022 | 6.93% |
| 3 | SERVICENOW INC | NOW | 28,100 | $10,910 | 6.85% |
| 4 | NVIDIA CORP | NVDA | 70,600 | $10,317 | 6.48% |
| 5 | AMAZON COM INC | AMZN | 107,400 | $9,022 | 5.67% |
| 6 | LULULEMON ATHLETICA INC | LULU | 28,020 | $8,977 | 5.64% |
| 7 | CROWDSTRIKE HLDGS INC | CRWD | 82,900 | $8,729 | 5.48% |
| 8 | SNOWFLAKE INC | SNOW | 60,000 | $8,612 | 5.41% |
| 9 | MACYS INC | 55616P104 | 400,000 | $8,260 | 5.19% |
| 10 | ANALOG DEVICES INC | ADI | 50,000 | $8,202 | 5.15% |
| 11 | VEEVA SYS INC | VEEV | 45,000 | $7,262 | 4.56% |
| 12 | ADVANCED MICRO DEVICES INC | AMD | 110,000 | $7,125 | 4.48% |
| 13 | HOME DEPOT INC | HD | 20,000 | $6,317 | 3.97% |
| 14 | SPLUNK INC | 848637104 | 68,350 | $5,884 | 3.70% |
| 15 | SILICON LABORATORIES INC | SLAB | 40,100 | $5,440 | 3.42% |
| 16 | MICRON TECHNOLOGY INC | MU | 103,560 | $5,176 | 3.25% |
| 17 | ALPHABET INC | GOOG | 52,000 | $4,588 | 2.88% |
| 18 | MACOM TECH SOLUTIONS HLDGS I | 55405Y100 | 70,000 | $4,409 | 2.77% |
| 19 | CATALENT INC | 148806102 | 95,000 | $4,276 | 2.69% |
| 20 | ALPHABET INC | GOOG | 48,000 | $4,259 | 2.68% |
| 21 | TARGET CORP | TGT | 20,000 | $2,981 | 1.87% |
| 22 | CLOUDFLARE INC | NET | 60,000 | $2,713 | 1.70% |
| 23 | PAYPAL HLDGS INC | PYPL | 35,000 | $2,493 | 1.57% |
| 24 | MYT NETHERLANDS PARENT B V | 55406W103 | 75,000 | $668 | 0.42% |
| 25 | CARVANA CO | CVNA | 85,000 | $403 | 0.25% |